VC
SPYM

Vicus Capital’s State Street SPDR Portfolio S&P 500 ETF SPYM Stock Holding History

Vicus Capital’s Portfolio SPYM Stock Details SPYM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$202M Buy
2,297,092
+34,272
+2% +$2.92M 13.03% 1
2026
Q1 		$173M Buy
2,262,820
+451,679
+25% +$36.1M 12.74% 1
2025
Q4 		$145M Buy
1,811,141
+392,593
+28% +$31.2M 10.9% 1
2025
Q3 		$111M Buy
1,418,548
+1,370,445
+2,849% +$103M 8.49% 1
2025
Q2 		$3.5M Buy
48,103
+322
+0.7% +$21.7K 0.29% 52
2025
Q1 		$3.14M Buy
47,781
+1,012
+2% +$70K 0.29% 48
2024
Q4 		$3.22M Sell
46,769
-830
-2% -$57.5K 0.29% 48
2024
Q3 		$3.21M Sell
47,599
-40
-0.1% -$2.6K 0.28% 46
2024
Q2 		$3.05M Sell
47,639
-599
-1% -$36.9K 0.28% 48
2024
Q1 		$2.97M Buy
48,238
+388
+0.8% +$22.7K 0.27% 52
2023
Q4 		$2.67M Sell
47,850
-2,911
-6% -$153K 0.27% 53
2023
Q3 		$2.55M Buy
50,761
+146
+0.3% +$7.64K 0.27% 53
2023
Q2 		$2.64M Buy
50,615
+972
+2% +$48K 0.27% 47
2023
Q1 		$2.39M Buy
49,643
+6,654
+15% +$312K 0.26% 49
2022
Q4 		$1.93M Buy
42,989
+2,203
+5% +$99.6K 0.22% 56
2022
Q3 		$1.71M Buy
40,786
+2,761
+7% +$129K 0.2% 66
2022
Q2 		$1.69M Buy
38,025
+3,763
+11% +$181K 0.19% 65
2022
Q1 		$1.82M Buy
34,262
+526
+2% +$27.5K 0.18% 68
2021
Q4 		$1.81M Buy
33,736
+7,631
+29% +$412K 0.18% 68
2021
Q3 		$1.32M Buy
26,105
+2,869
+12% +$149K 0.21% 58
2021
Q2 		$1.17M Buy
23,236
+6,280
+37% +$308K 0.19% 66
2021
Q1 		$790K Buy
16,956
+4,349
+34% +$197K 0.09% 113
2020
Q4 		$554K Buy
12,607
+5,107
+68% +$213K 0.07% 128
2020
Q3 		$295K Buy
+7,500
New +$292K 0.04% 167
2020
Q1 		– Sell
-19,505
Closed -$738K – 207
2019
Q4 		$738K Buy
19,505
+1,077
+6% +$38.9K 0.11% 102
2019
Q3 		$18.4M Sell
18,428
-614,345
-97% -$21.4M 2.57% 5
2019
Q2 		$18.3M Buy
632,773
+615,208
+3,502% +$20.9M 2.57% 5
2019
Q1 		$584K Buy
+17,565
New +$561K 0.09% 133

Other funds holding SPYM

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
APTFM
AGUR Provident & Training Funds Management Tel Aviv, Israel $18.5B AUM
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
UIM
USS Investment Management London, United Kingdom $27.8B AUM 39.42% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $123B AUM 45.23% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Vicus Capital's SPYM Position: Q2 2026 in Review

Vicus Capital increased its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 1.5% in Q2 2026, buying an estimated $2.92M and bringing the position to 2,297,092 shares worth $202M. The position accounts for 13.03% of the portfolio, ranked #1.

Vicus Capital first reported a position in SPYM in Q1 2019 and has held it in 28 quarters since. 1,725 funds tracked by Wall St. Rank hold SPYM as of Q2 2026.

  • Vicus Capital held 2,297,092 shares of State Street SPDR Portfolio S&P 500 ETF worth $202M as of Q2 2026.
  • Vicus Capital bought 34,272 State Street SPDR Portfolio S&P 500 ETF shares in Q2 2026, an estimated $2.92M.
  • State Street SPDR Portfolio S&P 500 ETF made up 13.03% of Vicus Capital's portfolio in Q2 2026, its #1 holding.
  • Vicus Capital first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q1 2019 and has held it in 28 quarters since.
  • 1,725 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q2 2026.

Based on Vicus Capital's 13F filing for Q2 2026, filed 5 Aug 2026.